The Power of 0%
The Power of 0% is a wealth-building strategy that allows a portion of your retirement income to be withdrawn at, or nearer to, a 0% income tax rate. It's an approach that puts you in control of your tax bracket and allows you to keep more of your hard-earned money.
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Traditional investment advice focuses on deferring income tax to a later date when you are in a lower tax bracket. But what if taxes aren't lower when you need the income to live on?
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Our investment vehicles also include many other advantages over traditional methods like:
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Tax-free growth
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No IRS reporting
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No age 70 ½ RMD requirement
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No age 59 ½ early withdrawal penalty
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No provisions on income causing social security to be taxed
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No stock market risk
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No income or contribution limits
